五天三板！马斯克带火的光伏牛股，要爆了？亏损收窄，公司拟收购电站

市场资讯03-22

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！　　来源：上市之家　　转型新能源领域不久的东方新能（维权）（002310.SZ）迎来股价强势爆发，截至3月20日收盘，公司股价在五个交易日内斩获三个涨停板，其中3月19日、20日连续涨停实现“两天两板”，股价表现备受市场瞩目。　　公司前身为东方园林，2024年完成司法重整、2026年初正式更名转型，其短期股价异动背后，既...

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Musk's fiery photovoltaic bull stocks are going to explode? Losses narrow, company intends to acquire power stations","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSLZ":0.6,"TSLT":0.6,"TSLR":0.6,"TSDD":0.6,"TESL":0.6,"TEST":0.6,"TLA":0.6,"TSLW":0.6,"07766":0.6,"TSLP":0.6,"TSII":0.6,"TSLI":0.6,"TSLQ":0.6,"TSLS":0.6,"TSLL":0.6,"TSLY":0.6,"002310":1.96,"CRSH":0.6,"UFO":0.6,"TSLG":0.6,"TSL":0.6,"TSLO":0.6,"TSYY":0.6},"content_text":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 　　来源：上市之家\n　　转型新能源领域不久的东方新能（维权）（002310.SZ）迎来股价强势爆发，截至3月20日收盘，公司股价在五个交易日内斩获三个涨停板，其中3月19日、20日连续涨停实现“两天两板”，股价表现备受市场瞩目。\n　　公司前身为东方园林，2024年完成司法重整、2026年初正式更名转型，其短期股价异动背后，既离不开自身收并购的战略布局，也受益于新能源行业的整体景气度提升，同时公司财报所呈现的基本面改善也为股价提供了一定支撑，不过潜在风险同样值得投资者警惕。\n　　东方新能近期股价表现亮眼，3月14日、19日、20日三次涨停，短短五个交易日内累计涨幅近30%，累计换手率高达50.11%，显示出市场交投情绪极为活跃。\n\n　　01 2.76亿收购电站资产，快速扩张规模\n　　股价上涨背后，公司近期密集的资本运作提供了基本面支撑。3月4日，东方新能披露重大资产购买报告书，拟通过现金支付方式收购海城锐海新能风力发电有限公司100%股权和北京电投瑞享新能源发展有限公司80%股权，交易总价格2.76亿元。\n　　此次收购被视为公司推进新能源战略的关键一步。资料显示，海城锐海专注分散式风电业务，已并网规模41MW；电投瑞享则聚焦集中式风电场和分布式光伏电站，已并网规模761.62MW，项目覆盖山西、陕西、河南等多省份。\n　　公司方面表示，为快速扩大上市公司业务规模，提升整体盈利能力水平，收购符合行业定位的相关新能源电站公司控股股权，符合业务发展的战略需求。值得注意的是，此次收购由新能企管中心作为实施主体，该合伙企业由东方新能及其全资子公司共同出资设立，交易完成后东方新能将实现对两家标的公司的控制。\n　　不过，收购报告书也提示了标的资产存在的合规瑕疵风险，包括部分项目土地产权证未办理完毕、建设手续缺失等问题，可能面临行政处罚或项目拆除风险。\n　　02 亏损大幅收窄，财务结构边际改善\n　　从财务数据来看，东方新能正处于剧烈的“报表修复”阶段。2024年，公司完成了司法重整，进行了资产剥离与债务清偿，导致合并报表范围内子公司数量大幅下降。\n　　减亏成效显著：财报显示，公司2025年前三季度实现营业收入1.56亿元，归母净利润为亏损206.59万元。虽然尚未扭亏，但与上年同期亏损22.8亿元相比，亏损额同比收窄了99.91%。其中，第三季度单季亏损仅63.08万元，已接近盈亏平衡点。\n　　业务结构转型：公司披露，重整完成后已全面聚焦风光电储等新能源业务。2025年已完成433MW分布式光伏资产的收购及并表，该部分资产贡献了稳定的发电收入，对当期经营形成了有力支撑。不过，受限于新业务资产规模仍相对较小，尚不足以支撑公司整体盈利，但亏损幅度已显著收窄。\n　　需要关注的是，公司1月底发布的业绩预告显示，预计2025年全年归属净利润仍为亏损5500万元至7500万元，这意味着四季度可能面临一定的业绩压力。\n　　03 马斯克“光伏大单”传闻催化\n　　从行业层面看，近期新能源赛道整体回暖，为个股行情提供了良好氛围。3月19日，绿色电力概念反复活跃，东方新能、吉鑫科技、金开新能等多股涨停。3月20日，光伏产业链股大面积拉升，锦浪科技涨超15%，东方新能、中利集团（维权）等十余股亦涨停。\n　　消息面上，市场传闻马斯克旗下SpaceX团队向国内某头部异质结设备厂采购设备，且特斯拉正计划从中国供应商处采购价值29亿美元的太阳能电池板和电池制造设备。尽管相关传闻尚未得到官方证实，但已引发市场对于“中国光伏供应链深度受益”的广泛讨论。\n　　华西证券观点指出，中国光伏产业占据全球92%硅片、超80%电池与组件产能，设备技术领先且成本优势显著，有望承接马斯克200GW产能计划带来的巨额设备采购需求。在此背景下，具备新能源电站运营及设备制造能力的公司成为资金关注焦点。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：杨红卜","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"merge","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.2","shortVersion":"4.42.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2621299710","isCrawlerRequest":true}